HL
SIVB

Harding Loevner’s SVB Financial Group SIVB Stock Holding History

Harding Loevner’s Portfolio SIVB Stock Details SIVB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,186,039
Closed -$273M – 85
2022
Q4 		$273M Buy
1,186,039
+132,439
+13% +$32.9M 1.57% 19
2022
Q3 		$354M Buy
1,053,600
+116,821
+12% +$47M 2.32% 13
2022
Q2 		$370M Sell
936,779
-26,056
-3% -$12.3M 2.28% 14
2022
Q1 		$455M Sell
962,835
-79,486
-8% -$48.2M 2.51% 10
2021
Q4 		$707M Sell
1,042,321
-16,890
-2% -$11.9M 2.71% 9
2021
Q3 		$685M Sell
1,059,211
-247,582
-19% -$144M 2.73% 10
2021
Q2 		$727M Sell
1,306,793
-100,788
-7% -$55.9M 2.74% 9
2021
Q1 		$695M Buy
1,407,581
+527,389
+60% +$259M 2.72% 8
2020
Q4 		$341M Buy
880,192
+129,255
+17% +$41.9M 1.41% 23
2020
Q3 		$181M Buy
750,937
+12,283
+2% +$2.89M 0.65% 54
2020
Q2 		$159M Sell
738,654
-9,099
-1% -$1.75M 0.76% 43
2020
Q1 		$113M Sell
747,753
-2,149
-0.3% -$473K 0.63% 52
2019
Q4 		$188M Sell
749,902
-91,591
-11% -$20.8M 0.84% 42
2019
Q3 		$176M Buy
841,493
+204,365
+32% +$42.8M 0.83% 46
2019
Q2 		$143M Sell
637,128
-8,468
-1% -$1.96M 0.66% 52
2019
Q1 		$144M Buy
645,596
+16,117
+3% +$3.75M 0.67% 55
2018
Q4 		$120M Buy
629,479
+37,690
+6% +$9.22M 0.69% 49
2018
Q3 		$184M Sell
591,789
-295,928
-33% -$93.4M 0.96% 35
2018
Q2 		$256M Sell
887,717
-35,958
-4% -$10.6M 1.44% 23
2018
Q1 		$222M Sell
923,675
-580,580
-39% -$146M 1.15% 30
2017
Q4 		$352M Sell
1,504,255
-34,551
-2% -$7.36M 2% 14
2017
Q3 		$288M Sell
1,538,806
-20,206
-1% -$3.55M 1.64% 20
2017
Q2 		$274M Sell
1,559,012
-66,865
-4% -$12M 1.68% 19
2017
Q1 		$303M Sell
1,625,877
-1,059,959
-39% -$193M 1.97% 16
2016
Q4 		$461M Sell
2,685,836
-205,405
-7% -$29.4M 3.22% 5
2016
Q3 		$320M Buy
2,891,241
+7,558
+0.3% +$787K 2.31% 12
2016
Q2 		$274M Buy
2,883,683
+8,218
+0.3% +$841K 2.15% 14
2016
Q1 		$293M Buy
2,875,465
+1,026,422
+56% +$99.3M 2.31% 11
2015
Q4 		$220M Sell
1,849,043
-256,840
-12% -$31.9M 1.78% 20
2015
Q3 		$243M Sell
2,105,883
-79,063
-4% -$10.6M 1.96% 17
2015
Q2 		$313M Buy
2,184,946
+62,987
+3% +$8.51M 2.2% 14
2015
Q1 		$270M Buy
2,121,959
+26,858
+1% +$3.21M 2.06% 16
2014
Q4 		$243M Sell
2,095,101
-291,125
-12% -$31.8M 1.96% 22
2014
Q3 		$267M Sell
2,386,226
-20,432
-0.8% -$2.27M 1.98% 21
2014
Q2 		$281M Buy
2,406,658
+667,307
+38% +$74.4M 2.09% 18
2014
Q1 		$224M Sell
1,739,351
-15,316
-0.9% -$1.79M 1.71% 22
2013
Q4 		$184M Buy
1,754,667
+62,595
+4% +$6.12M 1.42% 25
2013
Q3 		$146M Buy
1,692,072
+134,180
+9% +$11.6M 1.3% 32
2013
Q2 		$130M Buy
+1,557,892
New +$114M 1.26% 30

Other funds holding SIVB

TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
JEST
JTC Employer Solutions Trustee St Helier, Jersey $1.2B AUM 37.55% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
SW
SVB Wealth Boston, Massachusetts $1.59B AUM 24.57% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
GIS
Graphene Investments SAS Paris, France $149M AUM 29.38% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return

Harding Loevner's SIVB Position: Q1 2023 in Review

Harding Loevner sold out of SVB Financial Group (SIVB) in Q1 2023, closing a stake of 1,186,039 shares — an estimated $273M sold.

Harding Loevner first reported a position in SIVB in Q2 2013 and held it in 39 quarters. The position peaked at $727M in Q2 2021. 87 funds tracked by Wall St. Rank hold SIVB as of Q1 2023.

  • Harding Loevner reported no remaining SVB Financial Group position as of Q1 2023 after selling out during the quarter.
  • Harding Loevner sold 1,186,039 SVB Financial Group shares in Q1 2023, an estimated $273M.
  • Harding Loevner first reported a position in SVB Financial Group in Q2 2013 and held it in 39 quarters.
  • Harding Loevner's SVB Financial Group position peaked at $727M in Q2 2021.
  • 87 funds tracked by Wall St. Rank held SVB Financial Group as of Q1 2023.

Based on Harding Loevner's 13F filing for Q1 2023, filed 15 May 2023.